See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,797 | $54,320-35.9% | $67,652-48.6% | $52,331-33.5% |
| Participation rate | 64.3% | 73.6%-9.2pp | 75.7%-11.3pp | 68.1%-3.8pp |
| Annual return | 3.31% | 6.81%-3.5pp | 6625.04%-6621.7pp | 4.54%-1.2pp |
| Employer contribution / active EE | $1,013 | $1,544-34.4% | $2,266-55.3% | $1,882-46.1% |
| Participant deferral / active EE | $2,681 | $2,950-9.1% | $3,560-24.7% | $3,022-11.3% |
| Admin fee / account holder | $1,948 | $527+270.0% | $4,821-59.6% | $592+229.3% |